Legacy Wealth Management (Idaho)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$278K	Buy	2,759 +1,499	+119%	+$151K	0.11%	154
2026 Q1	$127K	Buy	+1,260	New	+$127K	0.06%	154
2025 Q4	–	Sell	-2,489	Closed	-$251K	–	960
2025 Q3	$251K	Sell	2,489 -897	-26%	-$90.2K	0.11%	86
2025 Q2	$341K	Buy	3,386 +1,530	+82%	+$154K	0.18%	62
2025 Q1	$187K	Buy	+1,856	New	+$187K	0.13%	70

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SGOV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 119% in Q2 2026, buying an estimated $151K and bringing the position to 2,759 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #154.

Legacy Wealth Management (Idaho) first reported a position in SGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $341K in Q2 2025. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Legacy Wealth Management (Idaho) held 2,759 shares of iShares 0-3 Month Treasury Bond ETF worth $278K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 1,499 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $151K.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #154 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
Legacy Wealth Management (Idaho)'s iShares 0-3 Month Treasury Bond ETF position peaked at $341K in Q2 2025.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.